Competitive positioning of a hydrogen tech company

ADI developed granular process and cost models across coal gasification pathways to understand where hydrogen production costs could be reduced. The work examined gasifier selection, syngas cleanup, CO₂ capture, and integration with power generation to quantify trade‑offs across configurations. Scenarios were ranked to identify pathways suitable for further demonstration rather than incremental optimization. The client […]

This engagement assessed the commercial viability of a compact hydrogen generator (CHG) by benchmarking it against incumbent large-scale SMR and cryogenic liquid hydrogen supply chains. ADI analyzed the trade-offs between capital recovery and sourcing diversity for refiners to address rising hydroprocessing capacity needs. The client Energy technology R&D organization The situation Uncertainty regarding how small-scale […]

ADI leveraged proprietary demand models to project hydrogen consumption across heavy-duty trucking and bus segments in North America, East Asia, and Europe. The study evaluated pump-price parity across regions and the impact of the Inflation Reduction Act (IRA) on green hydrogen adoption over a 10-year period. The client Clean technology provider The situation Ambiguity regarding […]

ADI developed high-level demand and supply forecasts for liquid hydrogen over a 10-year period, with a focus on mobility and semiconductor applications. The work highlights the ortho-to-para conversion catalyst requirements and the impact of rapid cooling on storage boil-off risks. Demand scenarios were balanced against a database of over 600 low-carbon hydrogen projects to identify […]

ADI performed a market-focused due diligence of a hydrogen distribution company to evaluate its positioning within the transportation sector in California. The work assessed low-carbon fuel standard (LCFS) credit pricing volatility and the total cost of ownership (TCO) for heavy-duty FCEV trucks compared to battery and diesel alternatives. The client Private equity firm The situation […]

ADI evaluated global hydrogen demand across high-volume refining and ammonia sectors alongside emerging small-volume applications in semiconductors and glass. The study utilized technical benchmarks for SMR and electrolysis to identify segments where on-site reliability and high purity levels (99.9999%+) justify compact reactor adoption over traditional tube trailer delivery. The client Industrial technology provider The situation […]

ADI assessed the market value of natural gas and hydrogen storage assets near the U.S. Gulf Coast through a detailed analysis of regional pipeline interconnects and seasonal spreads. The work evaluated the premium commanded by high-deliverability salt caverns and the technical constraints of repurposing infrastructure for hydrogen. The client Natural gas midstream operator The situation […]

ADI Analytics assessed the market and growth potential of compressed natural gas (CNG) and hydrogen as transportation fuels in North and Latin America for a leading compressor manufacturer. The client A leading compressor manufacturer exploring growth opportunities in the CNG and hydrogen transport fuel markets. The situation The client sought to understand trends, market needs, […]

ADI assessed the cost competitiveness of alkaline, proton exchange membrane (PEM), and solid oxide electrolyzer cell (SOEC) electrolyzers, focusing on the capex variations globally. The work detailed the cost outlook of stack components like bipolar plates and catalyst-coated membranes over a 10-year period. Levelized cost of hydrogen (LCOH) modeling was used to demonstrate variations in […]

ADI analyzed the stackable tax credits provided by the Inflation Reduction Act to prioritize decarbonization projects at existing refining assets. The study mapped technical pathways for sustainable aviation fuel (SAF), blue hydrogen, and carbon capture against regional infrastructure and environmental justice criteria. This effort identified how loan guarantees and transferability provisions can de-risk capital projects […]